Client Service Executive
Jenn is a Client Service Executive at Coda Financial Group. Her primary responsibility is developing and implementing client investment proposals. When a client agrees to their game plan, she is the individual who creates all of the necessary paperwork. She then delivers all completed applications to the appropriate investment companies.
She and her husband, Paul Soriano, enjoy working, traveling and attending sporting events together. They have two children, Tristan and Lillyanne, and enjoy attending all of their extracurricular activities.
- Joined the Coda Team in 2000
- Non-Registered Personnel, SagePoint Financial, Inc.
- Graduate of Leeward Community College, AA Liberal Arts
- Born and raised on Oahu, Hawaii